Personal Banking Rep
Parker, Colorado, United States
Founded in 1963, FirstBank maintains more than $20 billion in assets and operates over 100 branch locations across Colorado, Arizona and California. Its growth can be attributed to one simple philosophy: do right by customers, communities and employees, which is at the center of the company’s “banking for good” mantra. FirstBank believes that diversity, equity, and inclusion are part of everything we do, both within and outside our company, and prides itself in hiring and training a diverse and talented group. We strive to not only maintain a diverse workforce, but also ensure our employee experience garners a sense of belonging, is inclusive and equitable. FirstBank believes that a company is nothing without the people that comprise it, and prides itself in hiring and training a diverse and talented group. By joining the FirstBank team you will experience its great team culture with ample opportunity for growth. There’s an opportunity for everyone with positions all across the company, from Teller and Call Center to Technology and Lending. Apply today to learn more and join the team!
A Brief Overview
A Personal Banking Representative assists customers by answering inquiries/requests, processing transactions, opening new accounts, and informing on products and services. A Personal Banking Representative is responsible for cross-selling the Bank's products and balancing a cash drawer. The Representative will develop and maintain account relationships by providing solutions and resolving customer problems through quality customer service and product knowledge.
What you will do
- Assist customers with a wide range of inquiries and requests.
- Process deposits/withdrawals and redeem/negotiate cash instruments for consumer and commercial customers while maintaining a balanced cash drawer.
- Open new accounts and provide product/service information.
- Accept wire order agreements, stop payment requests, and dispute forms and send to appropriate departments for processing.
- Process transactions accurately and adhere to all compliance requirements.
- Review daily reports and perform maintenance on accounts.
- Recognize and develop opportunities for cross-selling FirstBank products and services.
- Sell bank products and meet company sales goals.
- Demonstrate knowledge and understanding of new account systems and account documentation requirements and disclosures.
- Perform other duties and projects as assigned by the market or region.
- Understand and comply with all provisions of the Safety in the Workplace policy.
- Hours can vary from 35-40/week.
Minimum Requirements
- Entry-level job with little or no prior relevant work experience …
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Not fully remote
Benefits/PerksCompany sales goals Diverse workforce Great team culture Team culture
Tasks- Cross-sell bank products
- Maintain account relationships
- Open new accounts
- Perform maintenance on accounts
- Review daily reports
- Sell bank products
Account management Cash handling Compliance Customer service Problem-solving Sales
Experience0 years
TimezonesAmerica/Anchorage America/Chicago America/Denver America/Los_Angeles America/New_York Pacific/Honolulu UTC-10 UTC-5 UTC-6 UTC-7 UTC-8 UTC-9